Tracking Sheet

CFRE Tracking Sheets

CFRE International has developed this form as a way for you to quickly track (and keep in your files!) the continuing education sessions you have attended.  Simply check the boxes next to the sessions you attended.  At the end of the conference, add up the total number of hours.  Keep this sheet and you will be ready to complete your application form.  All of the session slots listed are eligible for continuing education points on your CFRE application for initial certification and/or recertification.  Sessions not listed here are not eligible for points.


February 28, 2019
Words that Work: How to Craft Messages that Open Doors, Minds, and Wallets
Jon Yarian of Outline
1 CFRE Continuing Education Point 
Link to tracking sheet:

March 21, 2019
Are you ready for a Capital Campaign?
Jim Bush, Principal and COO, The Winkler Group
Courtenay Fain, CFRE, Senior Consultant, The Winkler Group
1 CFRE Continuing Education Point 
Link to tracking sheet:


January 18, 2018
How to Find Your Best Prospects and Create an Effective Pipeline
Libby Davis & Lisa Ukuku, The Citadel Foundation
1 CFRE Continuing Education Point 

February 15, 2018
Cultivating Your Midlevel Donors
Jim Bush, The Winkler Group 
1 CFRE Continuing Education Point 

March 15, 2018
Diversity and Inclusion in Fundraising
Birgit Smith Burton, Georgia Institute of Technology
1 CFRE Continuing Education Point

April 19, 2018
Webinar: Accepting Gifts from Pablo Escobar and Other Ethical Dilemmas
Robbe Healey, Simpson Senior Center
1 CFRE Continuing Education Point

May 17, 2018
May Program: Navigating Your Fundraising Career Path Panel Discussion 

Nancy Appel, Director of Development, Coastal Conservation League
Laurie Soenen, Director, Annual Giving Programs, College of Charleston
Terry Stanley, Associate Dean for Development, MUSC College of Medicine

Courtenay Fain, Senior Consultant, The Winkler Group

1 CFRE Continuing Education Point

June 21, 2018
Everything You Wanted to Know about the CFRE Panel Discussion

Lindsay Taylor, CFRE, Director of Major Gifts, Roper St. Francis Foundation
Karl Brady, CFRE, CNP, Director of Development, The Salvation Army
Daniel J. Prohaska, MA, CFRE, Director of Development, Avian Conservation Center
Halley Erickson, CFRE, Senior Development Officer, College of Charleston 

1 CFRE Continuing Education Point




Time & Location


Tuesday, January 26, 2016


Capital Campaigns Luncheon

12:00 pm - 1:30 pm

Water Missions International

1150 Kinzer Street, North Charleston, South Carolina, United States

$22 for Members 

$32 for Non-Members


Thursday, February 25, 2016


The Whats, Hows and Whys of Major Gift Soliciation

8:00am - 9:30am

Various Locations

Downtown: The Citadel Foundation (69 Hagood Street, Charleston, SC)



Friday, April 8, 2016

Breakfast and Half-Day Workshop:

BYOB (Bring Your Own Board) Workshop

7:30am - 12:15pm

 Courvoisie Grand Hall at the Holliday Alumni Center at The Citadel

69 Hagood Ave., Charleston, SC, United States



January 29, 2015

February 26, 2015

April 23, 2015

August 19, 2015

October 2, 2015


January 2013 Luncheon

February 2013 Luncheon

March 2013 Brown Bag Luncheon

May 2013 Luncheon

July 2013 Brown Bag Luncheon

August 2013 Luncheon

September 2013 Luncheon